ATMOS CAPITAL GESTAO DE RECURSOS LTDA. Diversified Active

CIK: 0001832439 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 14, 2025

Total Value ($000): $745,264 (100.0% shares, 0.0% debt)

Holdings (17)

NU NU HLDGS LTD 30.6%

Value ($000) $228,320 Shares 14,261,084 Est. Cost $10.85 Unrealized +28.6%

STNE STONECO LTD 22.7%

Value ($000) $169,020 Shares 8,938,117 Est. Cost $12.32 Unrealized —

XP XP INC 21.0%

Value ($000) $156,868 Shares 8,348,466 Est. Cost $18.55 Unrealized -3.3%

XP XP INC 5.1%

Value ($000) $37,768 Shares 2,010,000 Est. Cost $18.55 Unrealized -3.3%

MELI MERCADOLIBRE INC 4.6%

Value ($000) $34,271 Shares 14,665 Est. Cost $1377.51 Unrealized +74.3%

TSM TAIWAN SEMICONDUCTOR MFG LTD 2.2%

Value ($000) $16,432 Shares 58,836 Est. Cost $226.49 Unrealized —

AAPL APPLE INC 2.2%

Value ($000) $16,116 Shares 63,293 Est. Cost $225.58 Unrealized 0.0%

NVDA NVIDIA CORPORATION 2.1%

Value ($000) $15,778 Shares 84,565 Est. Cost $174.29 Unrealized 0.0%

MSFT MICROSOFT CORP 2.0%

Value ($000) $15,142 Shares 29,235 Est. Cost $508.71 Unrealized 0.0%

GOOGL ALPHABET INC 2.0%

Value ($000) $14,562 Shares 59,903 Est. Cost $209.20 Unrealized 0.0%

META META PLATFORMS INC 1.9%

Value ($000) $14,472 Shares 19,706 Est. Cost $743.23 Unrealized 0.0%

AMZN AMAZON COM INC 1.9%

Value ($000) $14,339 Shares 65,304 Est. Cost $226.35 Unrealized 0.0%

NFLX NETFLIX INC 0.9%

Value ($000) $6,905 Shares 5,759 Est. Cost $122.05 Unrealized 0.0%

QQQ INVESCO QQQ TR 0.2%

Value ($000) $1,556 Shares 2,592 Est. Cost $371.94 Unrealized —

KWEB KRANESHARES TR 0.2%

Value ($000) $1,410 Shares 33,566 Est. Cost $58.42 Unrealized —

CXSE WISDOMTREE TR 0.2%

Value ($000) $1,328 Shares 29,779 Est. Cost $62.37 Unrealized —

VTEX VTEX 0.1%

Value ($000) $977 Shares 223,027 Est. Cost $21.97 Unrealized -77.0%

Ticker	Issuer	Shares	Value ($000)	%	Est. Cost	Unrealized	Class	CUSIP
NU	NU HLDGS LTD	14,261,084	$228,320	30.6%	$10.85	+28.6%	ORD SHS CL A	G6683N103
STNE	STONECO LTD	8,938,117	$169,020	22.7%	$12.32	—	COM CL A	G85158106
XP	XP INC	8,348,466	$156,868	21.0%	$18.55	-3.3%	CL A	G98239109
XP	XP INC	2,010,000	$37,768	5.1%	$18.55	-3.3%	Call	G98239109
MELI	MERCADOLIBRE INC	14,665	$34,271	4.6%	$1377.51	+74.3%	COM	58733R102
TSM	TAIWAN SEMICONDUCTOR MFG LTD	58,836	$16,432	2.2%	$226.49	—	SPONSORED ADS	874039100
AAPL	APPLE INC	63,293	$16,116	2.2%	$225.58	0.0%	COM	037833100
NVDA	NVIDIA CORPORATION	84,565	$15,778	2.1%	$174.29	0.0%	COM	67066G104
MSFT	MICROSOFT CORP	29,235	$15,142	2.0%	$508.71	0.0%	COM	594918104
GOOGL	ALPHABET INC	59,903	$14,562	2.0%	$209.20	0.0%	CAP STK CL A	02079K305
META	META PLATFORMS INC	19,706	$14,472	1.9%	$743.23	0.0%	CL A	30303M102
AMZN	AMAZON COM INC	65,304	$14,339	1.9%	$226.35	0.0%	COM	023135106
NFLX	NETFLIX INC	5,759	$6,905	0.9%	$122.05	0.0%	COM	64110L106
QQQ	INVESCO QQQ TR	2,592	$1,556	0.2%	$371.94	—	UNIT SER 1	46090E103
KWEB	KRANESHARES TR	33,566	$1,410	0.2%	$58.42	—	CSI CHI INTERNET	500767306
CXSE	WISDOMTREE TR	29,779	$1,328	0.2%	$62.37	—	CHINADIV EX FI	97717X719
VTEX	VTEX	223,027	$977	0.1%	$21.97	-77.0%	SHS CL A	G9470A102